Import Data into Atmos

Let’s get started by importing leads into your Atmos account.

Which most accurately describes your current situation?

Please choose one:

Importing from a spreadsheet

We’ve made it easy to import your leads from an existing spreadsheet.

Lead Importer
Use the lead importer to upload a CSV or XLS file. Click on your profile (top left) and from the dropdown choose “Import Leads & Data”. Make sure the first row in your spreadsheet is a header row (i.e. a row containing column names).

Assign Columns
After you finish uploading your data, you’ll need to assign each column from your spreadsheet to a field in Atmos. To assign the data from your spreadsheet to the correct fields in Atmos, use the dropdowns in the Mappable Fields column.  Press Save and Continue to move on to the next page. 

Leads imported?
In the next step, discover how to utilize Clear Views in Atmos to accelerate your sales process.

Migrating from another CRM

Switching to Atmos from another CRM?
 We’ve got you covered.

Lead Importer
Click on your profile (top left) and from the dropdown choose “Import Leads & Data”. Then, choose your previous CRM from the dropdown options.

If the CRM you use is not on this list, get in touch with us and we’ll be happy to help with the migration.

Start Import From Your Previous CRM
You’ll be directed to login to your database. Once connected, click “Start Import”.

You can view the status and monitor the progress and/or any errors on the import page.

Import into Atmos
Once your sample import is complete and you’ve corrected any errors, you’ll want to initiate the full import from your import page. Then click “Perform Full Import” when prompted

Check out our comprehensive Help Center article on importing leads from a file into your Atmos account.

Step 1: To get started, just head over to the Lead Importer page from the toolbar menu.

Import Leads & Data menu item

Leads imported?
In the next step, discover how to utilize Clear Views in Atmos to accelerate your sales process.

Selecting CRM to import from

We currently support automatic imports from the following CRMs into Atmos:

Act!, Base CRM, Batchbook, Capsule CRM, Highrise, HubSpot, Infusionsoft, Insightly, MS Dynamics, Maximizer, NetSuite CRM, Nimble, Nutshell, Onepage, Pipedrive, PipelineDeals, Pipeliner, Redtail CRM, Salesforce, SalesforceIQ*, Saleslogix, Solve, SugarCRM, Zoho CRM

If you’re currently using a CRM which is not listed above and won’t let you easily export everything into a single CSV, contact us at support@Atmos.com and we’ll see if we can help.

Due to API limitations set by Salesforce, if you’re performing an import from SalesforceIQ, only Accounts and Contacts will be imported into Close. Notes and other Activities are non- transferable.

Step 2: You’ll be directed to connect to your source database.

Connecting to your old CRM

Step 3: Click on “Start Import” and Import2 executes the sample import and sends an email notification when it’s complete.

Starting Import

Step 4: You can view the status and monitor the progress and/or any errors for your sample on the import page.

Import status page